People Module How Tos

Approve User Certifications Submitted for Approval for a Specific Certification

Assign a Certification Role to Multiple Users at Once

Assign a Certification Role_Individually

Assign Candidate Users to a Certification Role

Assign Certifications to a User Independent of a Required Certification Role

Assign Multiple Required Users to a Certification on the Certification's Details Page

Assign Users to a Certification Independent of a Required Certification Role

Attach a File or Link to a User's Certification

Auto Approve User Certification Submissions

Batch Submit Certifications in Bulk

Complete a Form Associated with a Required Certification

Complete Payment for a Required Certification

Certify Certifications/Competencies_Supervisor Report Table

Create a Certification

Create a New Company

Create a New Module Level (People Module)

Create a Shared Certifications Report

Create, Define, and Assign Users to a New Certification Role

Decline a Submitted Certification Pending Approval

Defer a Certification for a Specified User(s)

Defer a Certification for a Specified User

Define the Certifications Assigned to a Company's Certification Roles

Delete a Certification Role

Delete a Company

Delete a User's Certification

Delete a Shared Certifications Report

Designate that an Employee is in Training_User Page

Edit a Supervised User's Account Information from the People Module

Edit a User's Certification Completion/Expiration Dates

Edit Company Information

Edit Attachment Naming Settings for the People Module

Edit Certification Role Information

Edit a Company Specific Certification Role Description

Edit Notification Settings

Edit Required Certifications for a Certifications Role

Edit Role Information or Permanently Delete a Role

Edit the Roles Associated with a Certification

Export Bulk User Certifications

Export Roles/Certification Assignments

Export User Certifications

Import Bulk User Certifications

Import Certification Roles

Import User Certifications

Indicate a Required Certification Cannot be Deferred

Indicate a Required Certification is Not Applicable to a Specified User(s)

Make a Hidden User a Visible User on the Users Table

Designate an Individual a Hidden User on the Users Table

Remove a Certification Role from a Company

Reset a User's Roles and Certifications Report QR Code

Send an Email Notification Regarding a Certification

Send a Shared Certifications Report via Email

Set an Employee Certification as Not Applicable / Defer Temporarily

Submit a Required Certification

Submit Certifications/Competencies from the Supervisor Report Table

Take a Course Associated with a Required Certification

Update Assigned Certification Records from the Matrix Table

Upload Files and Add Them to Certifications in the Attachment Inbox

Use Attachment Inbox to Upload a File and Attach it to a Certification

View a User's Certification History Modal

View a User's Roles and Certifications Report